The financial planning and retirement planning issues faced by Procter & Gamble employees are truly unique. Careful consideration of these and other questions helps ensure you can shape the right plan and retirement investment portfolio to achieve long-term goals – whether it’s a second career, community service, extensive travel or some combination of those. Even if a full work agenda makes retirement seem a distant event, the planning and investment decisions you make today – as retirement approaches – can have a difference-making impact down the road.
Having worked closely with P&G executives for decades, Truepoint has gained deep experience and broad perspective on the specific financial issues faced by both P&G pre-retirees and retirees. Certainly, we admire P&G’s commitment to excellence and leadership and have designed a service model and approach to meet those high standards.
An Integrated Approach – Like Having a Personal CFO
Truepoint’s tailored retirement planning offering for current employees of P&G focuses on the distribution and management of the P&G Profit Sharing Trust and Savings Plan. However, our integrated approach brings together specialists in tax management, financial planning, risk management and estate planning to give you a holistic plan and “big-picture” views of key questions. Further, we apply proven practices and historical evidence to help you think through the big decisions, like when to sell stock or exercise options, how to gauge the stock price, and which diversification strategies to apply. Our plans are designed to make sure the risks you take are those most likely to be rewarded.
It’s a different approach from other wealth advisors, but one that’s designed for a better experience. Plus, the “Truepoint Way” has delivered a long track record of investing success, extraordinarily high client satisfaction and increased efficiency in planning and execution.
A distinguished career at one of the world’s great companies is something to be proud of. And Truepoint is certainly proud to serve many P&G retirees.
Contact a Truepoint advisor today to learn more about how we can help you gain clarity and confidence about your near-term choices and long-term goals.